Other · DOL Form 5500 · 2022
Augusta Health Care Retirement Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 2,439
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $41,329
- Avg per participant Low balance/head
Official DOL plan name: Augusta Health Care 403b Plan · Sponsored by Augusta Health Care · Virginia · Healthcare & Social Assistance
$101M in assets, 2,439 participants
Augusta Health Care's Augusta Health Care 403b Plan reported $101M in total assets and 2,439 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #18,813 in Healthcare & Social Assistance (20,060 peers)
Coverage in Virginia
Augusta Health Care 403b Plan covers 2,439 participants in Virginia, 3.1x the typical Virginia plan (state average ~782 per filing). Assets: $101M.
- #18,813
- in Healthcare & Social Assistance (20,060 peers)
- -12.3%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Augusta Health Care 403b Plan's outsized position by total assets
Augusta Health Care 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$100,800,340 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Augusta Health Care 403b Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Augusta Health Care 403b Plan lands in the large band (2,439 participants).
EBSA filing schedule strip
Filing strip 541453954 · Augusta Health Care PY 2022 · Other
Augusta Health Care 403b Plan · $101M · 2,439 · 93rd
- IND $101M
- EOY 2,439
- 5500 93rd
- ASSETS Other
- PCT near Uma Supplemental 403(b) Plan
- EIN ind #18813
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Virginia →
Augusta Health Care 403b Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $101M |
| Net Income | -$14M |
| Employer EIN | 541453954 |
| Plan Effective Date | 1998-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Augusta Health Care)
Sponsor-wide plan assets over time
All Augusta Health Care plans reported in each filing year
- Latest sponsor-wide plan assets
- $265M 41.23600090846136% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,826 | $188M |
| 2023 | 2 | 4,975 | $228M |
| 2024 | 2 | 5,314 | $265M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $2.7B · 26,421
- The George Washington University Supplemental Retirement Plan $1.4B · 7,903
- Institute for Defense Analyses Tax Deferred Annuity Plan $719M · 1,346
- Carilion Clinic 403(b) Retirement Savings Plan $597M · 12,418
- Centra Health Matching Tax Deferred Savings Plan $595M · 6,854
Augusta Health Care 403b Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Uma Supplemental 403(b) Plan in SC ($101M); by covered participants it is Sheppard Pratt Health System Tax Sheltered Annuity Program in MD (2,439 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
- Uma Supplemental 403(b) Plan (SC) $101M · 2,343
- Iit Research Institute Employees' Tax Sheltered Annuity Plan (IL) $101M · 107
- Empath Health 403(b) Plan (FL) $101M · 1,155
- Pli Retirement Savings Plan (NY) $101M · 273
Similar participant headcount
Nearest other-state filings by covered participants (2,439 participants); asset peers above are excluded.
- Sheppard Pratt Health System Tax Sheltered Annuity Program (MD) 2,439 · 0 off
- Lakeview Center Retirement Savings 403(b) Plan (FL) 2,432 · 7 off
- Lutheran Services Florida Retirement Plan (FL) 2,428 · 11 off
- The University of Arizona Global Campus 403(b) Retirement (AZ) 2,427 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.